Episode Details

Bits + Bips: Why Bitcoin Is a Leveraged Bet on Global Liquidity - Ep. 710
9/26/2024
Unchained

Key Insights

Bullish:

  • 🟢 $GLOBALM2 - Sam is bullish on global M2 money supply, which he believes is correlated with Bitcoin's performance and is expected to increase.
    • If you're bullish on Bitcoin, you should be bullish on global m two, which I am. I think that's going up.” - Sam (50:05)
  • 🟢 $BTC - 🔒
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  • 🟢 $SOL - 🔒
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  • 🟢 $CHINAEQUITY - 🔒
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  • 🟢 $BTCETF - 🔒
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  • 🟢 $GOLD - 🔒
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